1. EachPod

187. For the Investment Curious

Author
Vincent Carter
Published
Wed 22 Jan 2025
Episode Link
https://cfoathome.libsyn.com/187-for-the-investment-curious

On this episode of CFO at Home, Vince’s guest is Kurt Altrichter, the founder of Ivory Hill, a fee-only fiduciary financial advisory firm. Kurt and Vince discuss the importance of managing cash flow, understanding risk tolerance, and the often-overlooked "do nothing risk" of not investing. Kurt also provides insights into the challenges faced by individuals who are hesitant to invest and the value of having a financial advisor to navigate market volatility. You can learn more about Kurt and Ivory Hill by going to IvoryHill.com.

Key Topics: 

  •  Challenges Faced by Non-Investors

  •  The Importance of Cash Flow and Risk Tolerance

  •  Understanding "Do Nothing Risk" and Inflation

  •  The Role of a Financial Advisor

  •  Selecting the Right Financial Advisor

  •  Managing Emotions in Investing

Key Links:

Contact the Host - [email protected]

 

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